3 hours chosen from any 300 or 400 level Accounting or Finance course
6 hours chosen from any 300 or 400 level course in Accounting, Economics, Entrepreneurship, Finance, Management, Marketing, or Business Administration 390r
Investments Track
This track is designed to prepare students to take the CFA® Level I exam.
15 hours including Finance 318, 320, 321, 412, 421
3 hours from Finance 423 or Business Administration 390r
9 hours including Finance 403, 431 and 488
- 2.0 average in all Finance courses.
- Electives to complete 120 hours.
- A minimum of 54 hours of the 120 total must be taken at the 300-400 level.
- Maximum of 69 hours accepted in the College of Business courses; i.e., at least 51 hours other than College of Business courses must be completed.
- At least 50 percent of the business credit hours required for the B.S. degree in Business Administration must be earned at UTC.
- Additional requirements
*Also satisfies requirement in the major.
#Also satisfies general education requirement.
FINANCE COURSES (BFIN)
300 Small Business Finance (3)
The role and nature of finance in the small business. The essential tenants and concepts of small business finance are distinguished from corporate finance. Fall and spring semesters. Prerequisite: Accounting 200.
301 Personal Finance (3)
Designed to help the individual and family make intelligent, informed decisions on personal financial management. On demand.
302 Essentials of Managerial Finance (3)
Management of funds in business, including procurement, utilization, and disposition of money. Financial aids such as budgeting and break even analysis, financial statement analysis, and capital management. Every semester. Prerequisites: Accounting 202, Economics 101 and 102, Management 211, Mathematics 131, junior standing.
318 Financial Institutions (3)
Capital markets and institutions; sources and uses of capital funds; impact of changes in flow of funds on the economy. Fall semester. Prerequisite: Finance 302, Accounting 202, Economics 101 and 102, junior standing.
320 Intermediate Financial Management (3)
A course designed to provide students with a detailed development of key finance concepts introduced in earlier course work. Topics covered include risk analysis, security valuation, capital budgeting, cost of capital, capital structure, the dividend decision, leasing and mergers. Every semester. Prerequisites: Accounting 202, Economics 101 and 102, Finance 302, Management 212, junior standing.
321 Investments (3)
Theory of investment; classification of media; security analysis; investment market mechanisms; securities legislation; institutional aids to the investor, investment timing; formulation of investment programs. Fall and summer semesters. Prerequisites: Finance 302, Economics 101 and 102, junior standing.
337 Principles of Insurance (3)
Types of insurance, insurance coverage, policy protection, and company organization and regulation. Fall and spring semesters. Prerequisites: Economics 101 and 102.
371 Real Estate Fundamentals (3)
A survey course on real estate principles. Topics include property rights, ownership, economic and social issues, and brokerage. Fall semester. Prerequisite: Finance 302 or approval of instructor.
403 Financial Statement Analysis (3)
Techniques of financial statement analysis with special attention paid to the balance sheet and the income statement. Emphasis on current position, profitability, and financial structure of the firm. On demand. Prerequisites: Accounting 301 or 312, Finance 302, senior standing, and approval of instructor.
412 International Finance (3)
Designed to offer students an understanding of the global financial environment. Topics covered include foreign exchange markets, the evolving international financial architecture, currency crises, foreign exchange risk management, political risk and multinational capital budgeting. Spring semester. Prerequisite: Finance 302.
418 Commercial Banking (3)
An in-depth study of commercial banks and their role in the economy. The course provides a comprehensive examination of the issues facing today’s commercial bank managers and regulators. Topics covered include: banking history and regulation, credit analysis, asset and liability management, risk management, loan policy, and money management services. Trends such as consolidation, internationalization, and product diversification, are also addressed. On demand. Prerequisites: Finance 302.
421 Security Analysis and Portfolio Management (3)
A course designed to introduce the undergraduate to advanced investment analysis and theory. Included in the course will be computer applications and analysis of investment vehicles and strategies. Spring semester. Prerequisites: Accounting 301 or 312, Finance 321 or 546, Computer Science 110.
423 Financial Management (3)
A case course which affords the undergraduate an opportunity to apply financial principles to actual situations. The course is a continuation of the topics in 320 using the case discussion approach. Summer semester. Prerequisite: Accounting 301 or 312, Finance 320.
431 Speculative Markets (3)
Theory and practical applications of futures, options, and other derivative securities. Concepts, model derivations, thought processes, tools used and numerical examples are included. On demand. Prerequisites: Any of the following: Finance 318, 321, 518, 546, or approval of instructor.
471 Real Estate Appraisal (3)
Theory and practical applications of real estate appraisal. Qualitative and quantitative analyses are incorporated into the various approaches of real estate valuation. Topics include cash flow estimation, lease valuation, site valuation and market analyses. On demand. Prerequisite: Finance 302 and 371 or approval of instructor.
488 Seminar in Portfolio Management (3)
A seminar in security analysis and portfolio management. Students will experience the actual investment decision process by analyzing and investing designated funds into a variety of securities. Fall and spring semesters. Prerequisite: Finance 321 or 546 or approval of instructor. Pre- or Corequisite: Accounting 301 or 312.
495r Departmental Honors (1-3 hours per term, 4 hours for the two terms)
Every semester. See Departmental Honors. Student must submit an Individual Studies/Research Contract to the Records Office at the time of registration.
497r Research (1-3)
Every semester. Prerequisite: approval of department head. Student must submit an Individual Studies/Research Contract to the Records Office at the time of registration.
498r Individual Studies (1-3)
Every semester. Prerequisite: approval of department head. Student must submit an Individual Studies/Research Contract to the Records Office at the time of registration.
499r Group Studies (1-3)
Every semester.
